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Annuity Service Rep 3

Date Posted: Jan 12, 2022

Location: West Des Moines, IA, US, 50266 Warwick, RI, US, 2886 Tampa, FL, US, 33647

Company: MetLife

Role Value Proposition:

Role Value Proposition:  The primary responsibility of the Annuity Service Rep 3 is promptly and accurately processing client and agent requests using a host of administrative systems.   The Rep 3 is also expected to research simple to complex scenarios and handle highly escalated situations utilizing various resources to access a situation and determine appropriate course of action.  They act as a liaison between Annuity Operations, agents and clients, handling corrections through the core process units and communicating the resolution to customers verbally and/or in writing.  They are responsible for drafting correspondence regarding contract history and corrections that have been processed.  In many cases, the Rep 3 is a resource for other associates in Annuity Operations.  The Annuity Service Rep 3 is expected to conduct themselves in a professional, business-like manner at all times when interacting with MetLife customers, agents and co-workers.


Key Responsibilities:

  • Navigate systems
  • Submit corrections to be processed by core processing units
  • Communicate clear resolution and expectations to internal and external customers
  • Identify root causes and trends
  • Special projects to be determined as needed
  • Pro-Active customer centricity focus is required
  • Cross-train across franchises and business units to effectively balance workload


Essential Business Experience and Technical Skills:



  • High School diploma
  • 3 or more years of customer service experience
  • Strong phone, customer service and communication skills
  • Problem solving, research and resolution
  • Organizational skills
  • Ability to work well under the pressure of working against strict quality and performance guidelines.



  • Bachelor’s degree preferred
  • 2 or more years of annuity experience preferred
  • MS Office software
  • FINRA Series 6
  • Process Improvement
  • Strong knowledge of MetLife products, procedures and processes.



MetLife, through its subsidiaries and affiliates, is one of the world’s leading financial services companies, providing insurance, annuities, employee benefits and asset management to help its individual and institutional customers navigate their changing world. Founded in 1868, MetLife has operations in more than 40 countries and holds leading market positions in the United States, Japan, Latin America, Asia, Europe and the Middle East.


We are one of the largest institutional investors in the U.S. with $642.4 billion of total assets under management as of March 31, 2021. We are ranked #46 on the Fortune 500 list for 2021. In 2020, we were named to the Dow Jones Sustainability Index (DJSI) for the fifth year in a row. DJSI is a global index to track the leading sustainability-driven companies. We are proud to have been named to Fortune magazine's 2021 list of the "World's Most Admired Companies." 


MetLife is committed to building a purpose-driven and inclusive culture that energizes our people. Our employees work every day to help build a more confident future for people around the world.



We want to make it simple for all interested and qualified candidates to apply for employment opportunities with MetLife.  For further information about how to request a reasonable accommodation, please click on the Disability Accommodations link below.



MetLife is a proud Equal Employment Opportunity and Affirmative Action employer dedicated to attracting, retaining, and developing a diverse and inclusive workforce. All qualified applicants will receive consideration for employment at MetLife without regards to race, color, religion, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity or expression, age, disability, national origin, marital or domestic/civil partnership status, genetic information, citizenship status, uniformed service member or veteran status, or any other characteristic protected by law.



MetLife maintains a drug-free workplace.



Requisition #: 122309


Nearest Major Market: Des Moines